Berman Capital Advisors’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.03M Sell
2021
Q2
$1.64M Sell
2021
Q1
$1.6M Buy
2020
Q4
$676K Buy
2020
Q3
$379K Buy
2020
Q2
$42K Hold
2020
Q1
$19K Buy